CoreWeave just finished its test last night, and tonight it’s Nebius’s turn. I’m already getting nervous.
CRWV surged after its earnings report, and NBIS rallied along with it yesterday—so it’s already gotten a head start before the test. Earnings come out before the market opens tonight. Revenue is expected to be around $907 million, up from just $582 million last quarter. Options are implying an after-earnings move of about ±17%.
My take: strong numbers are already priced in. What will really determine the direction is the full-year guidance and financing. On the 4-hour chart, around 152 is a recent high, while 123 is a recent low.
Do you think it’ll be a “sell the news” reaction tonight, or will the rally continue?
Just my personal opinion, not financial advice. DYOR.
$NBIS $CRWV #美股财报 #美股 #AI
CRWV surged after its earnings report, and NBIS rallied along with it yesterday—so it’s already gotten a head start before the test. Earnings come out before the market opens tonight. Revenue is expected to be around $907 million, up from just $582 million last quarter. Options are implying an after-earnings move of about ±17%.
My take: strong numbers are already priced in. What will really determine the direction is the full-year guidance and financing. On the 4-hour chart, around 152 is a recent high, while 123 is a recent low.
Do you think it’ll be a “sell the news” reaction tonight, or will the rally continue?
Just my personal opinion, not financial advice. DYOR.
$NBIS $CRWV #美股财报 #美股 #AI
